Simplicity Solutions’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $6.36M | Buy |
38,885
+2,775
| +8% | +$419K | 0.17% | 106 |
|
|
2023
Q3 | $5.07M | Sell |
36,110
-2,476
| -6% | -$352K | 0.16% | 123 |
|
|
2023
Q2 | $5.16M | Sell |
38,586
-2,717
| -7% | -$351K | 0.14% | 143 |
|
|
2023
Q1 | $5.41M | Buy |
41,303
+28,758
| +229% | +$3.85M | 0.14% | 135 |
|
|
2022
Q4 | $1.77M | Sell |
12,545
-2,112
| -14% | -$291K | 0.24% | 97 |
|
|
2022
Q3 | $1.74M | Buy |
14,657
+4,174
| +40% | +$548K | 0.25% | 87 |
|
|
2022
Q2 | $1.48M | Buy |
10,483
+2,477
| +31% | +$334K | 0.19% | 129 |
|
|
2022
Q1 | $1.04M | Sell |
8,006
-2,166
| -21% | -$282K | 0.13% | 175 |
|
|
2021
Q4 | $1.36M | Buy |
10,172
+3,046
| +43% | +$382K | 0.15% | 176 |
|
|
2021
Q3 | $946K | Buy |
7,126
+1,742
| +32% | +$233K | 0.15% | 153 |
|
|
2021
Q2 | $754K | Buy |
5,384
+910
| +20% | +$124K | 0.15% | 149 |
|
|
2021
Q1 | $570K | Sell |
4,474
-54,023
| -92% | -$6.47M | 0.13% | 173 |
|
|
2020
Q4 | $7.04M | Buy |
58,497
+517
| +0.9% | +$59.8K | 0.1% | 183 |
|
|
2020
Q3 | $6.75M | Buy |
57,980
+5,511
| +11% | +$649K | 0.12% | 154 |
|
|
2020
Q2 | $6.06M | Buy |
52,469
+27,892
| +113% | +$3.24M | 0.12% | 161 |
|
|
2020
Q1 | $2.61M | Buy |
24,577
+9,165
| +59% | +$1.16M | 0.08% | 187 |
|
|
2019
Q4 | $1.98M | Buy |
15,412
+8,373
| +119% | +$1.09M | 0.06% | 244 |
|
|
2019
Q3 | $979K | Sell |
7,039
-828
| -11% | -$112K | 0.04% | 304 |
|
|
2019
Q2 | $1.04M | Sell |
7,867
-20,556
| -72% | -$2.7M | 0.04% | 250 |
|
|
2019
Q1 | $3.83M | Sell |
28,423
-2,298
| -7% | -$293K | 0.23% | 93 |
|
|
2018
Q4 | $3.34M | Buy |
30,721
+22,199
| +260% | +$2.66M | 0.43% | 55 |
|
|
2018
Q3 | $1.23M | Sell |
8,522
-3,954
| -32% | -$553K | 0.07% | 148 |
|
|
2018
Q2 | $1.67M | Sell |
12,476
-18
| -0.1% | -$2.51K | 0.12% | 100 |
|
|
2018
Q1 | $1.83M | Sell |
12,494
-157
| -1% | -$23.8K | 0.16% | 77 |
|
|
2017
Q4 | $1.86M | Buy |
12,651
+9,420
| +292% | +$1.37M | 0.18% | 81 |
|
|
2017
Q3 | $448K | Sell |
3,231
-5,836
| -64% | -$813K | 0.3% | 83 |
|
|
2017
Q2 | $1.33M | Buy |
9,067
+764
| +9% | +$115K | 0.16% | 110 |
|
|
2017
Q1 | $1.38M | Buy |
8,303
+555
| +7% | +$93.1K | 0.21% | 94 |
|
|
2016
Q4 | $1.23M | Sell |
7,748
-3,439
| -31% | -$524K | 0.28% | 76 |
|
|
2016
Q3 | $1.7M | Buy |
11,187
+5,182
| +86% | +$786K | 0.83% | 26 |
|
|
2016
Q2 | $871K | Buy |
6,005
+834
| +16% | +$119K | 0.47% | 50 |
|
|
2016
Q1 | $749K | Sell |
5,171
-11,004
| -68% | -$1.41M | 0.46% | 57 |
|
|
2015
Q4 | $2.13M | Buy |
+16,175
| New | +$2.17M | 0.25% | 106 |
|
Other funds holding IBM
Simplicity Solutions's IBM Position: Q4 2023 in Review
Simplicity Solutions increased its IBM (IBM) stake by 7.7% in Q4 2023, buying an estimated $419K and bringing the position to 38,885 shares worth $6.36M. The position accounts for 0.17% of the portfolio, ranked #106.
Simplicity Solutions first reported a position in IBM in Q4 2015 and has held it in 33 quarters since. The position peaked at $7.04M in Q4 2020. 2,679 funds tracked by Wall St. Rank hold IBM as of Q4 2023.
- Simplicity Solutions held 38,885 shares of IBM worth $6.36M as of Q4 2023.
- Simplicity Solutions bought 2,775 IBM shares in Q4 2023, an estimated $419K.
- IBM made up 0.17% of Simplicity Solutions's portfolio in Q4 2023, its #106 holding.
- Simplicity Solutions first reported a position in IBM in Q4 2015 and has held it in 33 quarters since.
- Simplicity Solutions's IBM position peaked at $7.04M in Q4 2020.
- 2,679 funds tracked by Wall St. Rank held IBM as of Q4 2023.
Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.